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Invesco NASDAQ 100 ETF
QQQM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
551
Howard Financial Services
Texas
$515K +$236K +1,126 +73%
SFA
552
Sequoia Financial Advisors
Ohio
$513K +$266K +1,270 +92%
OC
553
Optima Capital
Oregon
$510K +$148K +706 +36%
TCTWM
554
Three Cord True Wealth Management
Pennsylvania
$509K -$102K -487 -16%
PI
555
PFG Investments
New York
$507K +$81.4K +389 +17%
WTA
556
Washington Trust Advisors
Massachusetts
$506K – – –
SAI
557
Savvy Advisors Inc
New York
$503K +$83.3K +398 +18%
BEI
558
Benjamin Edwards Inc
Missouri
$503K +$96K +459 +21%
OCM
559
Orion Capital Management
California
$503K +$169K +809 +45%
FNBT
560
FineMark National Bank & Trust
Florida
$503K – – –
AWM
561
Abound Wealth Management
Tennessee
$499K +$417K +1,992 +335%
LA
562
Lane & Associates
New Jersey
$492K -$73K -349 -12%
TWP
563
Tempus Wealth Planning
California
$492K -$1.46K -7 -0.3%
EPP
564
ETF Portfolio Partners
Kansas
$488K +$529K +2,527 New
DC
565
Davenport & Co
Virginia
$480K +$42K +201 +9%
IIM
566
InTrack Investment Management
Vermont
$478K +$84.7K +405 +20%
SWMG
567
Sanchez Wealth Management Group
Florida
$476K +$55K +263 +12%
PGWM
568
Pitti Group Wealth Management
New York
$475K +$27.2K +130 +6%
RFA
569
Resurgent Financial Advisors
Georgia
$474K +$3.14K +15 +0.6%
KFGK
570
Keystone Financial Group (Kentucky)
Kentucky
$474K -$29.3K -140 -5%
RWM
571
Ritholtz Wealth Management
New York
$474K -$235K -1,124 -31%
KHCM
572
Kirtland Hills Capital Management
Ohio
$472K +$539K +2,579 New
CA
573
Continuum Advisory
Idaho
$469K +$18K +86 +4%
CT
574
Clearstead Trust
Maine
$468K -$12.6K -60 -2%
GWP
575
Gen-Wealth Partners
Michigan
$465K – – –
21 22
23
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